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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,894 | $76,551-80.5% | $123,894-88.0% | $62,881-76.3% |
| Participation rate | 73.2% | 73.0%+0.3pp | 81.4%-8.2pp | 69.3%+3.9pp |
| Annual return | 16.20% | 18.68%-2.5pp | 47.52%-31.3pp | 20.14%-3.9pp |
| Employer contribution / active EE | $1,090 | $2,882-62.2% | $4,617-76.4% | $2,281-52.2% |
| Participant deferral / active EE | $2,785 | $4,840-42.5% | $5,984-53.5% | $3,203-13.1% |
| Admin fee / account holder | $408 | $4,826-91.5% | $8,357-95.1% | $4,296-90.5% |